George's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 63 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 15 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 29 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 5 )
£100k - £200k ( 9 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband was a client of George and when he passed away George continued to look after me with what they had set up together
How has George Cooksley helped you?
He is always there to answer any questions I have
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I have used a financial adviser for many years to advise on how to make the most of our spare capital to create a secure return for our retirement years.
How has George Cooksley helped you?
He has talked through our holdings and possible changes on a regular basis. He is always available either by phone or email if I have any queries now my husband has died.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Finishing full time employment required me to need help planning finances and in particular retirement.
How has George Cooksley helped you?
George has helped with all aspects of financial planning.
Have you seen the outcome you were hoping for?
Yes - so far so good.
What could they have done better?
Nothings as far as I can tell.
Review
by a verified client in Bristol
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I felt we needed professional advice about our finances, especially investments.
How has George Cooksley helped you?
He has given sound financial advice and explained the state of the current financial market, especially as it may be applicable to us.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I honestly don't think George could have done better.
Review
by a verified client in Bristol
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice was provided free with my Company pension whilst I was working, so I had no need to look for an adviser.
How has George Cooksley helped you?
I initially I needed held combining several Company pensions and ISA's, then latterly, advice on investments and saving using funds from the sale of the Family home.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't know, I assume that the advice I was given was the best.